Company Montanaro UK Smaller Companies Investment Trust PLC

Equities

MTU

GB00BZ1H9L86

Investment Management & Fund Operators

Market Closed - London S.E. 11:35:07 2024-04-25 am EDT 5-day change 1st Jan Change
104.5 GBX -0.48% Intraday chart for Montanaro UK Smaller Companies Investment Trust PLC -0.95% +0.48%

Business Summary

Montanaro UK Smaller Companies Investment Trust PLC is a closed-ended investment trust. The Company’s investment objective is capital appreciation through investing in small, quoted companies listed on the London Stock Exchange (LSE) or traded on the Alternative Investment Market (AIM) and to outperform its benchmark, the Numis Smaller Companies Index (excluding investment companies) (NSCI). The Company seeks to achieve its objective and to manage risk by investing in a diversified portfolio of quoted United Kingdom small companies. The Company's investment portfolio includes investments in various sectors, such as technology, telecommunications, health care, financials, real estate, consumer discretionary, consumer staples, industrials, basic materials, energy and utilities. The Company’s investment manager is Montanaro Asset Management Limited.

Sales per Business

GBP in Million2022Weight2023Weight Delta
Investment and Related Activities
100.0 %
-8 100.0 % -25 100.0 % +207.09%

Sales per region

GBP in Million2022Weight2023Weight Delta
United Kingdom
100.0 %
-8 100.0 % -25 100.0 % +207.09%

Members of the board

Members of the board TitleAgeSince
Chairman 70 17-02-28
Director/Board Member 62 20-11-17
Director/Board Member - 19-11-18
Director/Board Member 64 Dec. 31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 167,379,790 167,032,725 ( 99.79 %) 0 99.79 %

Shareholders

NameEquities%Valuation
Rathbones Investment Management Ltd.
9.989 %
16,720,283 9.989 % 21 M p
Border to Coast Pensions Partnership Ltd.
8.897 %
14,892,000 8.897 % 19 M p
Legal & General Investment Management Ltd.
8.179 %
13,689,179 8.179 % 17 M p
Derbyshire County Council Pension Fund
7.871 %
13,174,285 7.871 % 17 M p
Montanaro Asset Management Ltd.
6.019 %
10,075,000 6.019 % 13 M p
Charles Stanley Group Ltd.
5.008 %
8,382,647 5.008 % 11 M p
Brooks Macdonald Asset Management Ltd.
4.997 %
8,363,585 4.997 % 11 M p
Quilter Cheviot Ltd.
4.992 %
8,356,150 4.992 % 11 M p
Lazard Asset Management LLC
4.991 %
8,353,320 4.991 % 11 M p
Newton Investment Management Ltd.
4.963 %
8,307,825 4.963 % 11 M p

Company contact information

Montanaro UK Smaller Cos. Investment Trust Plc

53 Threadneedle Street

EC2R 8AR, London

+44 0 20 7448 8600

http://www.montanaro.co.uk
address Montanaro UK Smaller Companies Investment Trust PLC(MTU)
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